| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maridea Wealth Management LLC Maridea Wealth Management LLC | 3,039 | $215,269.19 | $236,099.91 | $20,830.72 | 9.68% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 4,148 | $223,909.04 | $318,110.12 | $94,201.08 | 42.07% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,176 | $155,266 | $166,877.44 | $11,611.44 | 7.48% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 32,008 | $1.82M | $2.45M | $639,190.1 | 35.21% |
| BJM Brian J. Malizia Lakeshore Capital Group Inc. | 18,016 | $978,143.93 | $1.38M | $403,503.11 | 41.25% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 10,980 | $726,876 | $842,056.2 | $115,180.2 | 15.85% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1 | $53.98 | $76.69 | $22.71 | 42.07% |
Invested Advisors Invested Advisors | 11,889 | $832,306.56 | $911,767.41 | $79,460.85 | 9.55% |